Patriot Financial Group Insurance Agency’s CACI CACI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CACI Stock Details CACI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-6	Closed	-$2K	–	621
2022 Q2	$2K	Hold	6	–	–	﹤0.01%	1722
2022 Q1	$2K	Sell	6 -26	-81%	-$7.18K	﹤0.01%	1831
2021 Q4	$9K	Buy	32 +11	+52%	+$3.01K	﹤0.01%	1514
2021 Q3	$6K	Hold	21	–	–	﹤0.01%	1633
2021 Q2	$5K	Hold	21	–	–	﹤0.01%	1638
2021 Q1	$5K	Sell	21 -1	-5%	-$239	﹤0.01%	1537
2020 Q4	$5K	Buy	22 +1	+5%	+$230	﹤0.01%	1414
2020 Q3	$4K	Hold	21	–	–	﹤0.01%	1271
2020 Q2	$5K	Sell	21 -5	-19%	-$1.2K	﹤0.01%	1161
2020 Q1	$5K	Buy	26 +25	+2,500%	+$6.21K	﹤0.01%	1050
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1323
2019 Q3	$0	Buy	+1	New	+$216	﹤0.01%	1312

Other funds holding CACI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CACI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of CACI (CACI) in Q3 2022, closing a stake of 6 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in CACI in Q3 2019 and held it in 12 quarters. The position peaked at $9K in Q4 2021. 401 funds tracked by Wall St. Rank hold CACI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining CACI position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 6 CACI shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in CACI in Q3 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's CACI position peaked at $9K in Q4 2021.
401 funds tracked by Wall St. Rank held CACI as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.